BAUG institutional holders

Innovator U.S. Equity Buffer ETF - August · 102 reporting institutions · $106.7M reported value

Funds that can replace BAUG · BAUG return decomposition

Institutional holdings

Institutions reporting BAUG, largest first
InstitutionReported positionAdvisors at firmReport period
Osaic Holdings, Inc.$10.7M02026-06-30
Commonwealth Equity Services, LLC$10.1M2,8632026-06-30
Cerity Partners LLC$7.1M7772026-06-30
Kestra Advisory Services, LLC$6M1,4792026-06-30
Hightower Advisors, LLC$4.7M1,0462026-06-30
Raymond James Financial Inc$4.6M02026-06-30
Susquehanna International Group, LLP$3.1M02026-06-30
Diligent Investors, LLC$2.8M32026-06-30
Lpl Financial LLC$2.7M23,4582026-06-30
Envestnet Pmc$2.5M602026-06-30
Beacon Pointe Advisors, LLC$2.4M4662026-06-30
Cetera Investment Advisers$2.3M10,3702026-06-30
Toptier Wealth Management, LLC$2.2M22026-06-30
Snowden Capital Advisors LLC$1.8M1222026-06-30
Blue Bell Private Wealth Management, LLC$1.7M112026-06-30
Integral Wealth Management$1.7M52026-06-30
Chapman Financial Group, LLC$1.5M02026-06-30
Beacon Financial Advisory LLC$1.5M132026-06-30
Lantz Financial LLC$1.4M72026-06-30
Fsa Advisors, Inc.$1.4M02026-06-30
MML Investors Services, LLC$1.3M5,1202026-06-30
Corecap Advisors, LLC$1.1M1182026-06-30
Old Mission Capital LLC$1.1M02026-06-30
Chicago Oakbrook Financial Group$1.1M102026-06-30
World Investment Advisors$1.1M3592026-06-30
Brookstone Capital Management$1M3372026-06-30
Dhjj Financial Advisors, Ltd.$1M72026-06-30
Weaver Consulting Group, LLC$970.8K42026-06-30
Creativeone Wealth, LLC$958.2K2212026-06-30
Trek Financial, LLC$904.9K632026-06-30
Bcs Wealth Management, LLC$879.4K82026-06-30
Steward Partners Investment Advisory, LLC$873K4812026-06-30
Cra Financial Services, LLC$869K122026-06-30
First Commonwealth Financial Corp /PA$758.5K02026-06-30
Arax Advisory Partners$751.7K2322026-06-30
Strategic Blueprint, LLC$744.1K552026-06-30
Principal Securities, Inc.$718.9K1,4632026-06-30
Rockefeller Capital Management LP$706.6K3462026-06-30
Fragasso Financial Advisors Inc$702.6K252026-06-30
Red Reef Advisors LLC$697K32026-06-30
Buska Wealth Management, LLC$667K02026-06-30
Gwn Securities Inc.$666.4K4492026-06-30
Sigma Planning Corp$661.6K4742026-06-30
Eversource Wealth Advisors, LLC$647.3K772026-06-30
Wealthshield Partners, LLC$632.7K02026-06-30
Visionary Wealth Advisors$608K462026-06-30
Berkshire Money Management, Inc.$579.1K102026-06-30
Foundations Investment Advisors, LLC$566.7K3022026-06-30
Chris Bulman Inc$560.8K72026-06-30
Lido Advisors, LLC$523.2K3202026-06-30
Keystone Wealth Services, LLC$512.1K122026-06-30
Outlook Wealth Advisors, LLC$502.5K62026-06-30
Simplicity Wealth, LLC$499.6K02026-06-30
Ifp Advisors, Inc$493.3K3182026-06-30
Mgo One Seven LLC$479.7K1182026-06-30
Pinnacle Wealth Management Group, Inc.$474.4K32026-06-30
The Salvetti Group$459.7K62026-06-30
Valtinson Bruner Financial Planning LLC$441.2K72026-06-30
Chicago Partners Investment Group LLC$414.7K572026-06-30
Corrado Advisors, LLC$408.6K52026-06-30
Impact Partnership Wealth, LLC$399.4K922026-06-30
Crosspoint Financial, LLC$351K12026-06-30
Ae Wealth Management LLC$341.3K4712026-06-30
Wealth Enhancement Advisory Services, LLC$332.7K1,0262026-06-30
Selby Wealth Management$332.4K32026-06-30
Share Andrew L.$320.4K02026-06-30
Img Wealth Management, Inc.$316K72026-06-30
Vista Investment Management$293.8K42026-06-30
Harbour Investments, Inc.$277.9K2472026-06-30
My Personal Cfo, LLC$275.6K22026-06-30
Pfg Advisors$270K832026-06-30
Advisory Services Network$247.5K2532026-06-30
Mercer Global Advisors Inc /adv$239.3K02026-06-30
Truist Financial Corp$233.3K02026-06-30
Gts Financial, LLC$223.4K32026-06-30
Bam Wealth Management LLC$220.2K82026-06-30
Rothschild Wealth LLC$217.1K312026-06-30
Spire Wealth Management$141.7K32026-06-30
Financial Network Wealth Advisors LLC$100.6K72026-06-30
Integrated Wealth Concepts LLC$85.8K4802026-06-30
Jpmorgan Chase & Co$82.2K02026-06-30
Evolution Wealth Management Inc.$66.2K32026-06-30
Ifg Advisory, LLC$53.6K1102026-06-30
Barclays PLC$30.2K02026-06-30
Penserra Capital Management LLC$26.2K92026-06-30
Assetmark, Inc$24.1K2202026-06-30
Farther Finance Advisors, LLC$23.2K3342026-06-30
Creative Financial Designs Inc /adv$21.4K02026-06-30
Sunbelt Securities, Inc.$19.8K632026-03-31
Advisornet Wealth Partners$19.5K582026-06-30
Integrity Financial Corp /wa$12K142026-06-30
Iag Wealth Partners, LLC$7.1K172026-06-30
Larson Financial Group LLC$6.6K672026-06-30
Fiduciary Financial Advisors$6.3K512026-06-30
Gilpin Wealth Management, LLC$5.4K42026-06-30
Country Trust Bank$4.2K02026-06-30
Keating Financial Advisory Services, Inc.$3.3K252026-06-30
Janney Montgomery Scott LLC$1.7K1,3422026-06-30
Cambridge Investment Research Advisors, Inc.$1.3K3,9402026-03-31
Hrt Financial LP$21102026-06-30
Motiv8 Investments LLC$84102025-12-31
Capital Analysts, LLC$76082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30